-2.5%
HAL vs HAS
+44.2%
-46.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +2.9% | -1.8% | +4.7% | +3.4% |
| 30D | +17.0% | +2.3% | +14.8% | +16.3% |
| 3M | -9.7% | +10.4% | -20.0% | -12.3% |
| 6M | +8.6% | -3.2% | +11.9% | +8.9% |
| YTD | +33.0% | +15.4% | +17.6% | +24.9% |
| 1Y | +68.3% | +18.8% | +49.5% | +56.2% |
| All | -2.5% | +44.2% | -46.7% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling